MS
ORCL icon

Madden Securities’s Oracle ORCL Stock Holding History

Madden Securities’s Portfolio ORCL Stock Details ORCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,900
Closed -$200K – 105
2023
Q4 		$200K Sell
1,900
-30
-2% -$3.27K 0.11% 93
2023
Q3 		$204K Buy
1,930
+150
+8% +$17.4K 0.12% 84
2023
Q2 		$212K Buy
+1,780
New +$184K 0.11% 84
2023
Q1 		– Sell
-1,230
Closed -$101K – 274
2022
Q4 		$101K Buy
+1,230
New +$93.5K 0.05% 131
2021
Q3 		– Sell
-3,280
Closed -$255K – 130
2021
Q2 		$255K Hold
3,280
– – 0.13% 123
2021
Q1 		$230K Buy
+3,280
New +$212K 0.13% 123
2019
Q4 		$269K Buy
+5,105
New +$281K 0.27% 92

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Madden Securities's ORCL Position: Q1 2024 in Review

Madden Securities sold out of Oracle (ORCL) in Q1 2024, closing a stake of 1,900 shares — an estimated $200K sold.

Madden Securities first reported a position in ORCL in Q4 2019 and held it in 7 quarters. The position peaked at $269K in Q4 2019. 2,811 funds tracked by Wall St. Rank hold ORCL as of Q1 2024.

  • Madden Securities reported no remaining Oracle position as of Q1 2024 after selling out during the quarter.
  • Madden Securities sold 1,900 Oracle shares in Q1 2024, an estimated $200K.
  • Madden Securities first reported a position in Oracle in Q4 2019 and held it in 7 quarters.
  • Madden Securities's Oracle position peaked at $269K in Q4 2019.
  • 2,811 funds tracked by Wall St. Rank held Oracle as of Q1 2024.

Based on Madden Securities's 13F filing for Q1 2024, filed 10 Apr 2024.